The 2025 Virtual Tax & Estate Planning Forum Agenda
October 6 - 10, 2025
Topics, Speakers, and Times are subject to change
The Tax & Estate Planning Forum, a State of California approved Legal Specialization provider certifies that:
-
The 2025 Live Virtual Estate Planning Forum has been approved for:
- 22.5 hours of Legal Specialization credit in Estate Planning, Trust and Probate Law
- 15 hours of Legal Specialization credit in Taxation Law
- 22.5 hours of Legal Specialization credit in Estate Planning, Trust and Probate Law
- 15 hours of Legal Specialization credit in Taxation Law
Table of Contents
Monday, October 6, 2025
Tuesday, October 7, 2025
Wednesday, October 8, 2025
Thursday, October 9, 2025
Friday, October 10, 2025
Session 1
8:00 am - 9:00 am Pacific Standard Time
THE OBBBA: Eight Key Takeaways for Estate Planners
Robert Keebler, Keebler & Associates, Green Bay, WI
Specialization Credit in Estate Planning, Trust and Probate Law 1.- Specialization Credit in Taxation Law: 1.0.
9:00 am - 9:10 am Pacific Standard Time Intermission
Session 2
9:10 am - 10:10 am Pacific Standard Time
What Every Estate Planner Needs to Know About Spotting Red Flags of Elder Financial Exploitation, and What to Do When Recognizing Those Signs
Paul Greenwood, Esq., Escondido, CA
MCLE Credits: 1.0. Specialization Credits in Estate Planning, Trust and Probate Law 1.0.
10:10 am - 10:20 am Pacific Standard Time Intermission
Session 3
10:20 am - 11:50 am Pacific Standard Time
Evaluating Trust Documents for Tax Consequences, Post-OBBBA
Griffin H. Bridgers, Hutchins & Associates LLC, Denver, CO
MCLE Credit: 1.5. Specialization Credits in Estate Planning, Trust and Probate Law: 1.5. Specialization Credits in Taxation Law: 1.5.
11:50 am - 12:00 pm Pacific Standard Time
Session 4
12:00 pm - 1:30 am Pacific Standard Time
Update: California Real Property Taxation
Jennifer F. Scharre, Coblentz Patch Duffy & Bass LLP
MCLE Credits: 1.5. Specialization Credit in Estate Planning, Trust and Probate Law: 1.5. Specialization Credit in Taxation Law: 1.5.
Session 5
8:00 am - 9:30 am Pacific Standard Time
Attorneys’ Legal Duties and Ethical Obligations To Clients With Diminished Capacity
'Bonnie J. Olson, Ph.d, Professor of Clinical Family Medicine, Keck School of Medicine of USC
Lori Mars, JD, Assistant Professor Of Clinical Family Medicine, Keck School of Medicine of USC
Lori Mars, JD, Assistant Professor Of Clinical Family Medicine, Keck School of Medicine of USC
MCLE Credit: 1.5, Ethics Credits 1.5, Specialization Credits in Estate Planning, Trust and Probate law 1.5
9:30 am – 9:40 am Pacific Standard Time Intermission
Session 6A
9:40 am - 11:10 am Pacific Standard Time
Current Estate Tax, Gift Tax, Generation-Skipping Tax, and Income Tax Developments Part 1
Samuel A. Donaldson, Professor of Law, Georgia State University, Atlanta, GA
MCLE Credit: 1.5. Specialization Credits in Estate Planning, Trust and Probate Law: 1.5. Specialization Credit in Taxation Law: 1.5.
11:10 am – 11:20 am Pacific Standard Time Intermission
Session 6B
11:20 am - 12:50 am Pacific Standard Time
Current Estate Tax, Gift Tax, Generation-Skipping Tax, and Income Tax Developments Part 2
Samuel A. Donaldson, Professor of Law, Georgia State University, Atlanta, GA
MCLE Credits: 1.5. Specialization Credits in Estate Planning, Trust and Probate Law: 1.5. Specialization Credits in Taxation Law: 1.5.
Session 7
8:00 am - 9:30 am Pacific Standard Time
Undue Influence in Estate Planning: How to Identify, Prevent, and Litigate It
Sandra D. Glazier, Sandra D. Glazier P.C., Troy, MI
MCLE Credits: 1.5. Specialization Credits in Estate Planning, Trust and Probate Law 1.5.
9:30 am – 9:40 am Pacific Standard Time Intermission
Session 8
9:40 am - 11:40 am Pacific Standard Time
Drafting and Administering Trusts Consistent with Final SECURE Act Guidance With Forms
Steven B. Gorin, Thompson Coburn LLP, St. Louis, MO
MCLE Credits: 2. Specialization Credits in Estate Planning, Trust and Probate Law: 2. Specialization Credits in Taxation Law: 2.
11:40 am – 11:50 am Pacific Standard Time Intermission
Session 9
11:50 am – 1:20 pm
California 2025 Developments Affecting Estate Planning, Trusts, Probate, Conservatorships, and Guardianships
Patrick Kohlmann, Temmerman, Cilley & Kohlmann, LLP, San Jose, CA<>div>
MCLE Credit: 1.5 Specialization Credit in Estate Planning, Trust and Probate Law 1.5
Specialization Credit in Taxation Law: 1.5
Session 10
8:00 am - 9:00 am Pacific Standard Time
Revocable Trusts and Incapacity Planning: More Than Just a Will Substitute
Robert H. Sitkoff, Austin Wakeman Scott Professor of Law, John L. Gray Professor of Law, Harvard Law School
MCLE Credit: 1. Specialization Credit in Estate Planning, Trust and Probate Law: 1.
9:00 am - 9:10 am Pacific Standard Time Intermission
Session 11
9:10 am - 10:10 am
The Estate Audit – What You Hope Is Done Before Mom Dies
Josh Yager, Esq., CFP, Anodos Law
MCLE Credits: 1.0. Specialization Credits in Estate Planning, Trust and Probate Law 1.0.
10:10 am - 10:20 am Pacific Standard Time Intermission
Session 12
10:20 am - 11:20 am Pacific Standard Time
Protecting Wealth: Asset Protection Planning as Part of Estate Planning
Mary Vandenack, Vandenack Weaver LLC, Omaha, NE
MCLE Credit: 1. Specialization Credit in Estate Planning, Trust and Probate Law 1. Specialization Credit in Taxation Law: 1
11:20 am - 11:30 am Pacific Standard Time Intermission
Session 13
11:30 am - 12:30 pm Pacific Standard Time
Beneficiary Deemed Owner Trusts Under IRC 678(a)(1): Using BDOTs for Income Tax Savings and Simplification
Keith K. Grissom, Armstrong Teasdale LLP, St Louis MO
Edwin P. Morrow III, Kelleher Holland, LLC
Edwin P. Morrow III, Kelleher Holland, LLC
MCLE Credits: 1. Specialization Credits in Estate Planning, Trust and Probate Law 1. Specialization Credits in Taxation Law: 1.
Session 14
8:00 am - 9:30 am Pacific Standard Time
Future of Trusts: Why They Remain the Conerstone of Estate Planning, In Fact OBBBA Has Made Them More Valuable!
Jonathan Blattmachr, Pioneer Wealth Partners, New York
MCLE Credits: 1.5. Specialization Credits in Estate Planning, Trust and Probate Law: 1.5 Specialization Credits in Taxation Law: 1.5.
9:30 am – 9:40 am Pacific Standard Time Intermission
Session 15
9:40 am – 11:10 am Pacific Standard
Avoiding Ethical Traps, Tricks, and Trip Ups in Estate Planning
Stewart R. Albertson and Keith A. Davidson, Albertson & Davidson, LLP
MCLE Credit: 1.5 Specialization Credit in
11:10 am – 11:20 am Pacific Standard Time Intermission
Session 16
11:20 am – 12:20 am Pacific Standard Time
Meeting the Challenge of Artificial Intelligence (AI) in Legal Practice
Tracy M. Potts, Legacy law Group, Sacramento, CA
MCLE Credit: 1. California Specialization Credit in Estate Planning, Trust and Probate Law 1. Ethics/Technology Credit 1.
12:20 pm – 12:30 pm Pacific Standard Time Intermission
Session 17
12:30 pm – 1:30 pm Pacific Standard Time
Promoting Integrity and Inclusion: The Link Between Civility and Bias
Wendy Patrick Esq., Career Trial Attorney, San Diego, CA
MCLE Credit: 1. California Specialization MCLE Credit: 1.0. Ethics Credit 1.0. Civility Credit 1.0.